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ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN 401k Plan overview

Plan NameELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN
Plan identification number 001

ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ELEVATOR SHEET METAL WORKS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELEVATOR SHEET METAL WORKS, INC.
Employer identification number (EIN):262276024
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL ODERMATT2024-07-17
0012022-01-01PAUL KELLY2023-05-01
0012021-01-01PAUL KELLY2022-05-31
0012020-01-01PAUL KELLY2021-06-14
0012018-01-01PAUL KELLY2019-07-25
0012017-01-01PAUL KELLY2018-06-23
0012016-01-01PAUL KELLY2017-07-05
0012015-01-01PAUL KELLY2016-05-24
0012014-01-01PAUL KELLY2015-05-05
0012013-01-01PAUL KELLY2014-05-11 PAUL KELLY2014-05-11
0012012-01-01PAUL KELLY2013-04-21 PAUL KELLY2013-04-21
0012011-01-01PAUL KELLY2012-03-15 PAUL KELLY2012-03-15
0012010-01-01PAUL KELLY2011-04-03 PAUL KELLY2011-04-03

Plan Statistics for ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN

401k plan membership statisitcs for ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN

Measure Date Value
2025: ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-017
Total number of particpants at end of year2025-07-016
Number of Participants With Account Balances2025-07-016
2024: ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-177
Total number of particpants at end of year2024-07-177
Number of Participants With Account Balances2024-07-177
2022: ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-317
Total number of particpants at end of year2022-05-316
Number of Participants With Account Balances2022-05-316

Financial Data on ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN

Measure Date Value
2025 : ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-012433
Net assets as of the end of the plan year2025-07-01512720
Total assets as of the beginning of the plan year2025-07-01435890
Value of plan covered by a fidelity bond2025-07-01100000
Participant contributions to plan in this plan year2025-07-0129476
Other contributions to plan in this plan year2025-07-010
Other income to plan in this plan year2025-07-0141099
Plan net income in this plan year2025-07-0176830
Net assets as of the end of the plan year2025-07-01512720
Net assets as of the beginning of the plan year2025-07-01435890
Employer contributions to plan in this plan year2025-07-018688
Fees paid to broker by Benefit Provider2025-07-013925
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-01571
2024 : ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-170
Net assets as of the end of the plan year2024-07-17435890
Total assets as of the beginning of the plan year2024-07-17352457
Value of plan covered by a fidelity bond2024-07-17100000
Participant contributions to plan in this plan year2024-07-1728370
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1746450
Plan net income in this plan year2024-07-1783433
Net assets as of the end of the plan year2024-07-17435890
Net assets as of the beginning of the plan year2024-07-17352457
Employer contributions to plan in this plan year2024-07-178613
Fees paid to broker by Benefit Provider2024-07-171647
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-170
2022 : ELEVATOR SHEET METAL WORKS, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-313976
Net assets as of the end of the plan year2022-05-31378884
Total assets as of the beginning of the plan year2022-05-31317386
Value of plan covered by a fidelity bond2022-05-31100000
Participant contributions to plan in this plan year2022-05-3126886
Other contributions to plan in this plan year2022-05-310
Other income to plan in this plan year2022-05-3132128
Plan net income in this plan year2022-05-3161498
Net assets as of the end of the plan year2022-05-31378884
Net assets as of the beginning of the plan year2022-05-31317386
Employer contributions to plan in this plan year2022-05-316460
Fees paid to broker by Benefit Provider2022-05-311651
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-31125

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